Elite Relationship Manager
2 days ago
Role & responsibilities:
- Client Acquisition:
- Identify, target, and onboard new HNI clients for CASA products through referrals, networking, and market intelligence.
- Achieve monthly and quarterly acquisition and balance build-up targets.
- Relationship Management:
- Maintain and strengthen long-term relationships with existing elite customers through regular interactions and service reviews.
- Ensure high customer satisfaction and retention through personalized engagement.
- Cross-Selling & Revenue Generation:
- Identify customer needs and cross-sell banking products such as term deposits, insurance, mutual funds, loans, etc.
- Achieve assigned revenue and product mix targets through effective portfolio management.
- Customer Service Excellence:
- Provide end-to-end banking solutions and act as a one-point contact for elite clients.
- Resolve customer queries promptly while ensuring compliance with bank policies and regulatory norms.
- Market Intelligence:
- Keep abreast of competitors products, pricing, and offers to maintain a competitive edge.
- Gather client feedback and market insights to recommend product improvements.
Preferred candidate profile:
Strong experience in Current & Savings Account (CASA) acquisition and portfolio management Proven ability to build and nurture HNI client relationships
Excellent communication, presentation, and customer service skills
A self-motivated professional who thrives in a performance-driven environment
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